Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XHFOX (Highland Floating Rate Opportunities Fund) | 4.23% | -1.99% | -4.47% | -3.10% | 6.74% | 6.26% | 3.76% | … | … |
Data as of 06/11/2026, Common starting date is 01/13/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHFOX (Highland Floating Rate Opportunities Fund) | 01/13/2000 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | -1.99 | -4.47 | -3.10 | 6.74 | 6.26 | 3.76 | … | … | 4.23 | -12.03 | 1.74 | -11.65 | 5.06 | 5.57 | -4.74 | -0.13 | -4.37 | 114.53 | 11.97 | -7.45 | 0.82 | 17.53 | 17.79 | 3.19 | 8.68 | 23.03 | -44.08 | -0.77 | 10.58 | 8.00 | 7.88 | 22.14 | -0.61 | 3.01 | 9.21 |
| Sharpe Ratio | NA | -0.50 | -1.04 | -0.77 | 0.22 | NA | NA | … | … | 1.00 | -1.92 | -1.17 | -1.88 | 0.47 | 0.87 | -0.41 | -0.43 | -1.87 | 1.58 | 2.77 | -2.09 | 0.23 | 5.58 | 5.17 | 0.70 | 2.19 | 3.64 | -4.83 | -1.11 | 2.64 | 2.82 | 3.98 | 7.34 | -0.46 | 0.22 | 1.90 |
| Standard Deviation(%) | NA | 7.35 | 7.15 | 7.22 | 23.91 | NA | NA | … | … | 7.88 | 7.87 | 4.13 | 8.50 | 7.91 | 6.39 | 12.11 | 3.61 | 3.05 | 72.59 | 4.25 | 3.58 | 3.55 | 3.13 | 3.46 | 4.50 | 3.93 | 6.30 | 9.29 | 3.40 | 2.78 | 2.07 | 1.74 | 2.92 | 3.71 | 3.10 | 2.87 |
| Draw Down(%) | NA | 6.95 | 17.84 | 28.73 | 28.73 | NA | NA | … | … | 4.58 | 12.33 | 2.98 | 14.53 | 9.38 | 3.00 | 18.11 | 6.07 | 5.82 | 1.35 | 6.28 | 10.16 | 4.02 | 1.02 | 1.82 | 8.79 | 4.08 | 5.82 | 46.27 | 5.83 | 0.64 | 0.66 | 0.33 | 0.80 | 9.62 | 4.55 | 0.74 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.88 | 3.06 | 2.72 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.12 | 4.80 | 0.00 | 3.25 | 6.21 | 5.06 | 4.60 | 4.45 | 6.16 | 5.48 | 3.88 | 6.48 | 9.36 | 8.37 | 8.58 | 6.68 | 5.19 | 7.46 | 7.75 | 8.81 | 8.82 |
Data as of 06/11/2026, Common starting date is 01/13/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHFOX (Highland Floating Rate Opportunities Fund) |
-16.01%
Apr 2006 – Apr 2009 |
-7.13%
Mar 2004 – Mar 2009 |
0.10%
Feb 2006 – Feb 2016 |
2.66%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHFOX (Highland Floating Rate Opportunities Fund) |
34.83%
Feb 2016 – Feb 2019 |
21.59%
Nov 2012 – Nov 2017 |
15.31%
Apr 2009 – Apr 2019 |
9.50%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart